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Schwab U S Broad Market ETF shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 67k 60.84
2023-12-31 $3.8M 68k 55.67

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
Spdr S&p Midcap 400 Etf Uie (MDY)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Apple (AAPL)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF